Business Strategy & Operations, Manager (Tech Services - Finance)

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Finance

Job Details

About Salesforce

We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.

The Strategy and Planning team’s mission is to efficiently manage Tech Services' strategy and day-to-day operations, ensuring alignment with organisational goals, fostering stakeholder collaboration, and leveraging best practices to deliver superior service, maximise resource utilisation, and drive sustainable growth.

The role is focused on budget planning and analysis, offering robust support for quarterly forecasting, monthly close cycles, and ongoing expense management and reconciliation. 

Business Analysts will collaborate closely with various internal groups such as Tech Services business partners, corporate finance, sourcing, procurement, and recruitment to ensure precise financial forecasting, deliver valuable business insights, and enhance financial processes.

This position will report directly to the Director of Strategy & Planning within Tech Services. Key responsibilities will involve creating forecasting and analytical models, analyzing performance metrics, determining technology/infrastructure unit costs, implementing operational and process improvements, and preparing executive-level presentation materials. Additionally, the role offers a unique opportunity for professional growth and development, requiring active participation in cross-functional projects and initiatives to drive strategic planning and financial oversight within Tech Services.

 

Responsibilities

Project Cost Management:

• Monitor Project Expenditures: Analyze project spending against budgets, identify variances, and collaborate with project managers to optimize costs.

• Evaluate Capital Investments: Conduct financial feasibility studies and ROI analysis for capital investment proposals.

• Forecast and Budget Ownership: Consolidate and manage Tech Services Portfolio forecasts and budgets, ensuring accuracy and alignment with organizational goals

Finance Operations:

• Liaison Role: Serve as a liaison between Finance and Tech Services Portfolio and Operations Business Partners, ensuring clear communication and collaboration.

• Relationship Building: Build trusted relationships with key business partners, establishing trust and gaining an understanding of relevant business drivers to support financial planning and analysis.

• T&E Spend Analysis: Evaluate and report on travel and expenditure expenses at the business partner group (BPG) level to identify trends and optimize costs.

• Assist in monthly and quarterly reconciliations of actuals-to-budget: Support the reconciliation process to ensure financial accuracy and adherence to budgets.

• Develop scalable reporting: Create and implement scalable reporting systems to streamline financial operations and reporting.

Financial Analysis:

• Provide required data trends, reports, and insights: Supply data trends, reports, and insights to various departments and regions to aid in the development of annual business plans and quarterly forecast updates.

• Assist with ad-hoc analysis and presentation requests: Perform ad-hoc financial analysis and prepare presentations as needed to support decision-making and strategic initiatives.

• Conduct comprehensive cost analyses: Compare TCO in private versus public cloud environments, evaluate build versus buy solution decisions, and assess open-source versus commercial software options. Collaborate with F&S to develop analytical models that support these financial evaluations.

Operational Costs:

<